3D打印

3D打印R&D Microcap Sigma Labs Inc.将在接下来的3-6个月内优于所有其他3D打印股票

3DPI的最新常规贡献者加里·安德森(Gary Anderson)支持了他最新的3D印刷股预测,因为Sigma Labs的股价为.075,而市值仅为4300万美元。

我敢肯定,现在这引起了一些眉毛,但是我对三件事的预测为基础:基本面,技术和预期的商业化,该产品满足了今天的金属添加剂生产需求。标题并不只是为了引起注意。我之所以写它,是因为我相信它会根据我所做的研究表现优于球,我期待着明年3月的检查,看看我是否正确。

Most investors haven’t heard of Sigma Labs, but I’ve been an investor in the company since the first week of June, just after Greg Morris, (GE Aviation’s business development leader for additive manufacturing), had the following to say about Sigma Labs in apress release by GE Aviation:

“Today, post-build inspection procedures account for as much as 25 percent of the time required to produce an additively manufactured engine component,”said Greg Morris, GE Aviation’s business development leader for additive manufacturing.“By conducting those inspection procedures while the component is being built, GE Aviation and Sigma Labs will expedite production rates for GE’s additive manufactured engine components like the LEAP fuel nozzle.”

Sigma Labs has patented technology on a hardware and software system for real-time quality inspection during 3D printing called PrintRite3D. You can read all about PrintRite3D, the work Sigma is doing with GE Aviation, their patents, and plans for commercialization in this PDF right here.

Further evidence that Sigma Labs is on to something in the additive manufacturing space is its invitation by industry leaders to participate as panelists at the upcoming2013 Aerospace/Additive Conference下个月在洛杉矶。

The company has also signed a recent Memorandum of Understanding withLos Alamos National Labratory这是一个熟悉的机构,这些机构对添加剂制造并不是什么新鲜事物,而我们现在通常称为“ 3D打印”的一些最早的突破来自其中。

These are indications that despite the trading price and tiny market cap, I believe Sigma Labs is known a great deal more by the additive manufacturing industrial leaders than it is 3D printing investors.

I believe there are three drivers for Sigma Labs that could now increase share price dramatically over the next 3-6 months: Fundamentals, technical indicators, and several “irons in the fire” for further development and commercialization of PrintRite 3D.

Table-1 Fundamentals Sigma Labs

Revenue from the consultancy side of Sigma Labs services rose from under $200,000 to $472,000 for the first six months of this year as compared with last year. In Q2 alone, Sigma Labs reported just over $308,000 in revenue and a net loss of just $320,000.

For the sake of comparison, this is nearly 3X revenues of 3D bio-printing R&D company, Organovo Holdings (ONVO), which reported $120,000 in revenue and a loss of $3.8M for the same period. Organovo also has a market cap of $450M vs. Sigma Labs $43M. While they’re obviously in very different niche areas of 3D printing R&D, they are both considered 3D printing companies and the comparison, I believe, is fair.

该公司即使在这里也几乎正在破产,如果他们明年成功推出了Printrite3D,那么Sigma Labs变得有利可图的潜力可能是可以实现的。

技术指标

上个月,Sigma Labs已交易了一系列更高的低点和更高的高点,并且优于已建立的“大男孩”,即3D Systems,Exone,Stratasys,Stratasys,Organovo,甚至Arcam AB。

表2

I believe the share price uptrend and comparative performance vs. more established players will continue as Sigma Labs gets closer to expected commercialization of PrintRigt3D.

有些人说技术指标在微库中不那么可靠,但是Sigma Labs表现出倾向于弹跳键移动平均值的倾向,例如8月的第一周,诸如100天移动平均线,并且正在稳步骑行50天的移动平均值。7月下旬的抛物线移动和导致的高波动性曲线已被我个人作为投资者个人赞成的更逐渐的波动曲线所取代。

表3

“Irons In The Fire”

One of the strongest drivers of share price is the launch of a new product or service. This is an essential part of William J. O’Neil’s ”CAN-SLIM” stock valuation method that I often use, andwrote about using 3D Systems as an example previously. My conclusion (in May) was that 3D Systems would continue to increase in share price and I’m happy to report as a DDD shareholder that it is nearing all-time highs even as I write now.

随着成功,GE Aviation报告了Sigma Labs对Printrite3D的Beta测试以及Los Alamos National Laboratory进行新产品开发的潜力,该公司在Printrite3D的商业化中似乎有多种途径。

Another path to commercialization of PrintRite3D could be through their talks withBurke E. Porter Machinery, a metals manufacturing company with a 50 year operating history, clients like GM, Volvo, Toyota, Ford, etc. and operations in the US, Belgium, Brazil, China, Germany, India, Japan and Korea.

Management also stated that they are: “In talks with two of the three largest 3D metals companies” as revealed during an investor conference. I have笔录的副本for those interested. Under the non-disclosure agreement few people know where they stand in those talks now. However, I think it’s important to note that Sigma Labs also had a non-disclosure agreement with GE Aviation that did result in an official partnership for beta testing of PrintRite3D.

Conclusion

Sigma Labs is a development stage R&D microcap company with a potentially game-changing product launch that has received very positive results in beta testing with GE Aviation. Their balance sheet isn’t the usual wreck you find in this sized R&D company, and they appear to have forged several paths towards potential commercialization of their lead product, PrintRite3D. There are a few “penny stocks” in 3D printing that I wouldn’t touch with a 50 foot pole – I won’t even mention them in this article. But I believe, based on the positive results reported by GE Aviation in beta testing, and their history of NDAs and MoUs actually resulting in something, this little company will in fact outperform its big brothers in 3D printing between now and the end of Q1, 2014.

Disclaimer:我不推荐购买,出售,or hold shares of Sigma Labs. While I see a great deal of potential in the company over the next 3-6 months and beyond, it is a “penny stock” and as such has additional risks for investors.

披露:I am long shares of Sigma Labs Inc. I have not been paid by Sigma Labs or any third party for this or any article found on 3DPrintingStocks.com or www.agogreader.com.